PipelineDeals Help Center

How to Recreate Commission Charts

As of August 2016, we will be sunsetting the charts for Commissions this month and Commissions this year. Although you can no longer access these charts in the app, you can still recreate these charts in your favorite spreadsheet software. We recommend using our Excel or Google Sheet integrations to recreate these charts, but you could also recreate these charts by exporting a CSV file.

To recreate the commission charts:

1. Create a saved filter in PipelineDeals with the columns for Commission $ and the Actual Close Date.

2. In Google Sheets or Excel, you can import your saved filter using the integration (if you have not already used these integrations, click here to learn more about the Google Sheets and Excel integrations).

PipelineDeals Google Sheets integration makes it simple to import data from PipelineDeals to a Google Sheet to create custom dashboards.

3. Highlight the Columns for Commission $ and Actual Close Date, and select the option to Insert Chart.